Filed October 30, 2024 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,370 | $209,832+22.7% | $189,513+35.8% | $167,490+53.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 9.08% | 748.27%-739.2pp | 555.15%-546.1pp | 478.56%-469.5pp |
| Employer contribution / active EE | $7,818 | $6,914+13.1% | $6,162+26.9% | $4,837+61.6% |
| Participant deferral / active EE | $7,480 | $8,935-16.3% | $8,221-9.0% | $6,341+18.0% |
| Admin fee / account holder | $8,697 | $14,293-39.2% | $12,045-27.8% | $12,309-29.3% |